Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,640 | $117,859-96.9% | $102,438-96.4% | $145,959-97.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.72%-31.7pp | 29.37%-29.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,425 | $3,615-60.6% | $3,024-52.9% | $4,661-69.4% |
| Participant deferral / active EE | $2,496 | $5,732-56.4% | $5,054-50.6% | $6,689-62.7% |
| Admin fee / account holder | $19 | $13,318-99.9% | $9,448-99.8% | $13,398-99.9% |